Definition of a Step
A Step lives in a Workflow and is configured with a set of sections and fields to create a form.
When Should you Create a Separate Step?
When there are different owners for Steps in the Workflow (e.g., "Work Task" step performed by the Task Owner and "Review Task" Step performed by the Task Owner's Manager).
If you want to be able to send a notification - might not always need a new Step, but something to consider (e.g., Notify a team member when an initial review has been completed).
If you want to be able to auto-update the status of a Record (e.g., If an incident's status should be automatically updated to "In Approval" or "Escalated" based on it's movement throughout the Workflow, instead of a user having to manually update it).
Follow the steps below to create a Step within a Workflow:
1) Navigate to the Workflows Canvas. If you are not already there, then select the Build -> Applications tab in the navigation bar. Then select the Application you want to add a Step to.
2) To create a Step a user must first select the Workflow (the Workflow will appear highlighted), the user can then Shift+Click on the Workflow and a Step circle will appear on the Workflow.
The user can name the Step immediately after it is created by simply typing the name. Alternately, the user can highlight the Step and then perform a Shift+Click. At this point the Step name will be editable.
Types of Steps
There are three different types of Steps in Risk Cloud and they are each identified by a different color.
Origin Steps: Marked as a green Step in your workflows. New records can be created in an origin Step from a user's Work Queue dashboard. Users have the option to toggle the Origin option on when creating/editing a Step to enable record creation from the Work Queue.
Chain Steps: Marked as a blue Step in your workflows. Chain Steps are middle or in-progress Steps in your workflows. They are connected to other Steps via a path.
End Steps: Marked as a grey Step in your workflows. End Steps are the last step in your workflow. Records in this Step do not have a default path to move into another Step, but they can have selected redirects or conditional paths.
After creating a Step, you'll then need to create Fields to capture data inputs and configure the form. See Creating a Field to learn more.
Things to Remember
Once you create a new Step, you'll also need to assign user Role access to that Step before it shows up on your Work Queue.